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Alerian MLP ETF

417 hedge funds and large institutions have $3.55B invested in Alerian MLP ETF in 2015 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 139 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+3
Holders Change %
+0.72%
% of All Funds
11.12%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.77%
New
54
Increased
167
Reduced
139
Closed
43
Calls
$35.3M
Puts
$20.7M
Net Calls
+$14.6M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
RAM
376
Riggs Asset Management
Pennsylvania
$50K -$4.08K -49 -8%
SEI Investments
377
SEI Investments
Pennsylvania
$50K +$50K +600 New
RCG
378
Ruggie Capital Group
Florida
$49K -$503K -6,001 -91%
CFN
379
Cordasco Financial Network
Florida
$49K -$49.8K -597 -50%
RWA
380
Ropes Wealth Advisors
Massachusetts
$49K +$49K +591 New
VNA
381
Valley National Advisers
Pennsylvania
$49K +$49K +595 New
BC
382
Bartlett & Co
Ohio
$47K
CA
383
CapWealth Advisors
Tennessee
$44K +$44K +525 New
CFA
384
Carroll Financial Associates
North Carolina
$40K
USGIU
385
U.S. Global Investors (USGI)
Texas
$35K +$35K +420 New
CHC
386
City Holding Co
West Virginia
$33K
KT
387
Kanaly Trust
Texas
$33K
TCOV
388
Trust Company of Vermont
Vermont
$30K
AA
389
AlphaMark Advisors
Kentucky
$25K
SIG
390
Stanford Investment Group
California
$25K
WTB
391
Washington Trust Bank
Washington
$23K +$20K +244 +659%
AIM
392
Advantage Investment Management
Iowa
$20K -$49.5K -601 -71%
LFR
393
Lehman Financial Resources
Pennsylvania
$19K
SC
394
Searle & Co
Connecticut
$18K
BIM
395
BlackRock Investment Management
Delaware
$17K -$34.6K -425 -67%
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$13K +$5.56K +68 +75%
TWMP
397
Taylor Wealth Management Partners
Massachusetts
$11K +$11K +137 New
SIA
398
Stancorp Investment Advisers
Oregon
$10K -$29.8K -352 -75%
IFA
399
Interactive Financial Advisors
Illinois
$10K +$3.66K +45 +58%
DMK
400
David M. Knott
$9.94K +$9.94K +120 New